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金融行銷組(Financial Marketing)

金融行銷組

為配合學生就業及深造,中國文化大學財務金融學系(以下簡稱文化財金系)金融行銷組主修金融行銷專業領域課程,提升學生競爭力。為達成在專業化方面,課程涵蓋公司數位金融、財富管理、金融市場與行銷三個領域,學生透過三個領域的學習,可對金融行銷領域有全面性的認識,以確認未來發展方向;在國際化方面,在課程規劃上盡可能採用英文化教材,並輔助學生取得國內專業金融證照與國際專業證照的認證,使學生具備國際競爭力;在現代化方面,運用數位平台與資訊科技進行數據分析與網路經營。大數據分析與數位經營是目前金融產業的發展趨勢,金行組課程除了安排學生基本數理課程,如統計學,亦增加金融資訊分析應用及網路社群經營等課程,促使學生適應現今發展潮流外,亦可為將來繼續深造奠定良好的基礎。

就業方向

依照金融行銷組課程規劃下,同學就業機會相當寬廣。就業方向大致可分為五大方向:

1.金融行銷─財富管理專員、金融服務開發、金融商品精準行銷、新型態數位社群經營、財金巨量資料分析、金融同業行銷與企業法人行銷等負責金融商品介紹、法人資產負債表管理諮詢及商品操作,與金融同業商品銷售相關工作。

2.財務金融─銀行業(銀行員、理財專員)、證券業(證券業務員、證券高級業務員、財務分析師、期貨營業員、投信投顧營業員)、保險公司(保險業務員、投資型保單業務員、財務規劃師)。

3.企業財會─服務於各企業之財務、主辦會計、公司投資部門與各大會計事務所。

4.研究深造─可報考國內外各大學商管領域與相關研究所繼續深造。

5.公職服務─報考高普考與各類特考等,進入公職行列服務。

Financial Marketing Program

In order to meet the needs of students in their careers and further studies, the Financial Marketing Program in the Department of Banking and Finance at the Chinese Culture University (referred as the Financial Marketing Program hereinafter) aims to prepare students for both employment and further studies in the field of financial marketing. The curriculum covers three main areas: digital finance, wealth management, and marketing in financial markets. Through the learnings in these three areas, students can gain a comprehensive understanding of the financial marketing, and hence determine their future development direction. For the purpose of internationalization, English teaching materials are used as much as possible in out teaching process; in addition, students are supported to obtain both domestic and international financial certifications, which enable them to have international competitiveness. In terms of modernization, the curriculum incorporates modern digital platforms and information technology for data analysis and online marketing operations. With big data analysis and digital marketing being the current trend in the financial industry, the program includes courses in financial information analysis and social media management, which not only helps students to adapt to the current trend, but also builds a solid foundation for their further studies.

Career direction

 According to the curriculum planning of the Financial Marketing Program, students are expected to have a wide range of employment opportunities, which can be broadly divided into five categories specified in the following:

  1. Financial Marketing - Introducing financial products, providing consultation on corporate balance sheet management, conducting product operations, and working on sales-related tasks for financial products, such as Wealth Management Specialist, Financial service development, Precision Marketing of Financial Products, Digital Community Management, Big Data Analysis for Finance, Competitors' Marketing in Finance, Corporate Marketing.
  2. Banking and Finance - banking industry (bank teller, financial planner), securities industry (Securities Specialist, Senior Securities Specialist, Financial Analysts, Futures Specialist, Securities Investment Trust and Consulting Professionals), insurance industry (Insurance Solicitor, Investment Link Product Specialist, Financial Planner).
  3. Corporate accounting – Financial Managers, Accountants, and Corporate Investors.
  4. Further study – student may choose to apply for higher studies in finance, business management, and other related fields domestically and overseas.
  5. Public service - student may take Senior and Junior Examinations and Special Examinations, participating the public service in Taiwan.  

 

中國文化大學 商學院 財務金融學系 金融行銷組 必修科目表

110.5.5 校課程、110.5.19教務會議通過110 學年度起入學新生適用

必修

Compulsory Courses

            

Course Name

規定

一年級

First Year

二年級

Second Year

三年級

Third Year

四年級

Fourth Year

       

Remarks

類別

Category

學分

Credit

Semester 1

Semester 2

Semester 1

Semester 2

Semester 1

Semester 2

Semester 1

Semester 2

通識科目General Education Courses

國文

Freshman Chinese

4

2

2

外文

Freshman English

4

2

2

六選一課程

Choose one out of six courses

外語實習

English Conversation Laboratory

2

1

1

(同正課)

(During regular class)

跨域專長

Cross-Domain Expertise

12

6

6

人文學科領域

Studies in the Field of Humanities

4

2

4

2

2

社會科學領域

Studies in the Field of Social Science

2

自然科學與數學領域

Studies in the Field of Natural Science and Mathematics

4

共同科目

Common Courses

體育

Physical Education

0

0

0

0

0

全民國防教育軍事訓練-(1)

All-Out Defense Education Military Training-(1)

0

0

通識及共同必修學分合 

Total Credits in This Section

32 學分

32 credits

院必

Mandatory 

College 

Course

(3245)國際企業管理

International Business Management

3

3

專業必修科目

Compulsory Professional Courses

(3036)經濟學

Economics

6

3

3

(4001)會計學

Accounting

6

3

3

(4009)統計學

Statistics

6

3

3

(D858)金融行銷

Financial Marketing Services

3

3

(K551)財務金融導論

Introduction To Finance

2

2

(4026)企業管理

Business Management

2

2

(3037)個體經濟學

MicroEconomics

3

3

(3038)總體經濟學

MacroEconomics

3

3

(4017)保險學

Insurance

2

2

(4204)公司理財

Corporate Finance

4

2

2

(7139)財金法規

Banking & Finance Law

2

2

(C561)金融理論與政策

Finance Theory And Policy

3

3

(H637)財富管理

Wealth Magement

3

3

(4242)財務報表分析

Analysis To Financial Statement

3

3

(7829)投資組合管理

Portfolio Magement

2

2

(8869)顧客關係管理

Customer Relationship Marketing

2

2

(C563)創新金融商品

Innonation Finance Commodity

3

3

(H639)金融整合行銷

Financial Integrated Marketing

3

3

(H640)金融機構與市場

Financial Institution Magement

3

3

(I554)投資心理學

Investment Psychology

2

2

(J755)財務規劃系統

Financial Planning System

2

2

(K138)金融倫理

Ethics In Finance

2

2

       

Total Credits in This Section

70 學分

70 credits

                              

Total Required Credits

102

18

21

20

18

11

12

2

0

      

Minimum Graduation Credits

128 學分

128 credits

其他修業規定:

Other Study Regulations

服務學習

Service Learning

100學年度起入學之大學部學生,必須參與「服務學習」,始得畢業。

相關規定請參考網址:

Starting from the academic year 100, undergraduate students who enroll must participate in "service learning" in order to graduate

Please refer to the website for relevant regulations

http://cur.pccu.edu.tw/ezfiles/7/1007/img/166/HL04.pdf

全球競爭力檢定

Global Competitiveness Test

100學年度起入學學生須通過「大學部學生全球競爭力檢定實施辦法」之標準,始得畢業,詳細資訊請參考教務處網頁。

Starting from the academic year 100, students who enroll must pass the standards set by the 'Implementation Method of Global Competitiveness Examination for Undergraduate Students' to graduate. For more detailed information, please refer to the Academic Affairs Office's webpage."

企業倫理、中華文化專題

Business EthicsSpecial Topics in Chinese Culture

103學年度起入學之大學部學生13年級均需參與該班開設之「企業倫理」和「中華文化專題」學習活動,不計學分,是否列入畢業門檻請參考網址:

Starting from the academic year 103, undergraduate students in their first to third year must participate in the courses of 'Business Ethics' and 'Special Topics in Chinese Cultures'  offered by their class. These activities do not count towards academic credits. For information on whether they are included in the graduation requirements, please refer to the website

http://cur.pccu.edu.tw/ezfiles/7/1007/img/166/HL30.pdf

 

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